Beta Wealth Group, Inc. - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is DFEB and the CUSIP is 33740F771. A total of 76 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q1 2021$802,000
+2.6%
24,1500.0%0.58%
-13.1%
Q4 2020$782,00024,1500.67%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q3 2023
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 573,404$19,031,00010.50%
Walkner Condon Financial Advisors LLC 356,524$11,833,0004.60%
Altman Advisors, Inc. 176,234$5,849,0003.78%
Clear Creek Financial Management, LLC 47,710$1,614,0003.24%
American Portfolios Advisors 2,019,914$67,040,9462.93%
ERn Financial, LLC 148,330$4,923,0001.90%
ASSET MANAGEMENT CORP /IL/ /ADV 89,236$2,962,0001.27%
WealthPLAN Partners, LLC 484,970$16,348,0001.27%
Oder Investment Management, LLC 15,791$524,0000.72%
Truadvice, LLC 65,725$2,224,0000.66%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders